Run complex multi-party M&A transactions

Your secure data rooms

Design your deal rooms to fit your business case

Multi-party access

Faster deals, less low value tasks, better transparency

mydocsafe customer portals

Deal rooms for Mergers & Acquisions

  • Run your Mergers & Acquisitions activities through MyDocSafe portals.
  • End-to-end investor onboarding experience
  • Sign all parts of the deal within the security of the portal
  • Track relevant portal activities through automated audit logs
  • Ensure deal bibles are automatically created and securely transferred to all required parties

Deal rooms for commercial real estate

  • Run real estate transactions end-to-end through MyDocSafe portals
  • Embed entire mutli-stage and multi-party workflows to improve deal velocity
  • Enable self-service actions such as purchase of extra services
  • Ideal for complex commercial property transactions
mydocsafe customer portals

Deal rooms for venture capital and private equity

  • Onboard all company directors through self-service KYC workflows
  • Design your data intake forms and embed them in secure portals
  • Automate reminders and contracts
  • Simplify secure report distribution to keep everyone updated
  • Close deals faster

Save time by streamlining and automating workflows

  • With MyDocSafe, you can request and easily gather multiple documents from clients and colleagues from one email. Similarly, you can share one, twenty, or a thousand documents from another email.
  • With app integrations and the power of automation, you can reduce repetitive tasks and simplify your work day.
  • Use our easy to use workflow editor to assemble multiple client actions into one, linear step-by-step process: from questionnaires, payments, document signing to video watching and identity verification – the use cases are endless
mydocsafe customer portals

Maximize security and compliance

  • MyDocSafe’s document cloud storage solution delivers bank-level security with AES-256 bit encryption and SSL to protect your documents both at rest and while in transit. With MyDocSafe, you also get the tools you need to stay in compliance with worldwide regulations like HIPAA and GDPR.

  • MyDocSafe is ISO27001 certified

And more…

Protect confidentiality with extra security measures

2-f-a for all portal participants

Exportable audit trail

Peer-to-peer and end-to-end encrypted email that does not pass through MyDocSafe servers

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